EI Personal Finance - Track Your Results One Quarter at a Time

EI Personal Finance - Track Your Results One Quarter at a Time

di Express Innovation

Investimenti Miglioramento personale

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Episode 21 - September 19 2026

We check in with an update to our results and a warning. Ten year bond and global trade wars and conflicts bringing significant risk. We have been moving 25% of positions to cash or fixed to weather rhe upcoming stroke.

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Episode 20 - January 2, 2026. Year End 20 Minute Drill

2025 is a wrap and what another great year of investing. We walk through our results using the dashboard tools that make it very easy to track your results. The good news, our approach has produced consistent results with fully documented reporting.

Episode 19 - October 1, 2025. Why Invest in Individual Stocks

This week we return to a subject from January where we discussed the value of owning individual stocks. We are often told stock picking is a losing bet. However, holding two top stocks from five or six different sectors can often set us up for outsized gains

Episode 18 - August 1 2025. Chasing Hype and Doom Part II

This week we return to the perils of getting caught up in the news cycle with either overly positive or negative outlooks. We have seen impressive growth coming off the April 2 Liberation Day announcement, but we need to be cautious.

Episode 17 - July 1 2025

Today we update our financial model using the 30 Minute drill. Very nice rebound off the April Liberation Day news with Global markets experiencing a nice rebound. We walk through our two spreadsheets with updates!

Episode 16 - Basic Research Revisited

Back to research basics ! Keep these tools in mind as you look at new or existing investments !

Episode 15 - Compounding and Risk Management

Our May 4, 2025 topic covers a lot of ground in light of the Trump tariff announcement on April 2, 2o25. A great reminder to stay diversified and make sure we stay invested with appropriate levels of risk tolerance.

Episode 14 - Global Diversification

This week we discuss the value of geographic investment diversification. We do hold a significant % in global funds, but our North American bias does show an overweight position. Time to look at some European and Asian ETFs to spread our ownership more globally.

Episode 13 - Q1 2025 Update

Today we update our quarterly results and help listeners understand the value of our 30 Minute Drill. We see that despite the wild turbulence in the stock market, our big picture results are much better than the gloom and doom in the news media.

Episode 12 - How Investing is Like (and unlike) Blackjack

This week we share our experience playing blackjack and note behavioural similarities between bad blackjack players and short term investors.

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